See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,649 | $177,572-28.1% | $154,803-17.5% | $142,382-10.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 18.02% | 65.07%-47.0pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,486 | $4,810-69.1% | $4,305-65.5% | $4,299-65.4% |
| Participant deferral / active EE | $4,920 | $6,272-21.5% | $5,540-11.2% | $6,507-24.4% |
| Admin fee / account holder | $1,703 | $16,786-89.9% | $14,329-88.1% | $12,624-86.5% |